Thomas Livergood, Founder & Chief Executive Officer
Thomas Livergood is Founder & Chief Executive of The Family Wealth Alliance. Tom and the firm have been recognized as an innovative leader in the family wealth space. In 2011, the firm was bestowed the “Outstanding Contribution Award” by Private Asset Management at its annual black tie gala in New York. Later that year, Tom was named by the same organization to its “Power 25.” He was again honored in 2012 as one of six pioneers in winning Family Office Review’s inaugural “Industry Leadership Award” and in 2014, the same organization bestowed The Alliance with the “Family Office Organization of the Year” award.
Tom has been quoted in Barron's, Business Week, Financial Times, the New York Times, The Wall Street Journal, the Washington Post and numerous other trade, popular print, broadcast, and online media. He has been asked to write a number of reviews, including those which have appeared in the following books: Family Wealth: Keeping It in the Family © 2004, authored by Jay Hughes; The Stewardship of Wealth © 2012, written by Greg Curtis; and The Complete Family Office Handbook © 2014, authored by Kirby Rosplock. In addition, Tom has been interviewed live on Fox News Network, WGN Radio, and Voice of America.
Campden Wealth asked Tom to speak at both its European and Asia Pacific Family Office Conferences in London and Hong Kong, respectively, and he has twice been a panelist at the Milken Institute’s Annual Global Conference in Beverly Hills. Tom was the opening session speaker at the IIR Family Office Forum and has spoken at the IMCA National Conference, the Schwab IMPACT Conference, and he has been the lead-off faculty member for the Chubb Advanced School and a guest faculty member for The Northern Trust Wealth Advisor Summit. In addition, he has addressed the annual meetings and special gatherings by invitation from organizations such as Brinker Capital, HUB International, Marsh, Pitcairn, and State Street Corporation, as well as the Alpha Group.
Prior to founding The Alliance in 2003, Tom was a Director at Family Office Exchange during the early 2000s, a Vice President at The Harris Private Bank during the 1990s, and a financial planner at CIGNA Financial Services during the 1980s. Among many volunteer positions, he served on the founding national board of the 30,000-member Financial Planning Association (FPA) during its merger of two predecessor organizations. In the mid-1990s, Tom was named three times by Worth magazine as one of the Top 300 Financial Advisors in North America. A double graduate of Bradley University, he holds the BA degree in Liberal Arts (1977) and the MBA in Finance (1979).
Robert Casey, Senior Managing Director of Research
Robert Casey is Senior Managing Director of Research for The Family Wealth Alliance. He leads all of the firm’s Alliance Research activities, as well as serving on certain consulting assignments and in presenting the findings of The Alliance’s research and insights at various Alliance and third party gatherings.
Previously, Bob developed Wealth Manager magazine and served as founding editor until its sale by Bloomberg LP in 2005. He is the former managing editor of American Banker, founding editor of Your Company magazine (now Fortune Small Business) and the original planning editor of Money for USA Today. He is a graduate of The Wharton School of the University of Pennsylvania (MBA), the Medill School of Journalism of Northwestern University (BS, MS) and holds a certificate in financial planning from New York University.
Suzanne Karpick, Managing Director, Strategic Relationships
As Managing Director, Strategic Relationships, Suzanne plays a critical role developing and managing relationships with Partner and Member firms. Functioning as the firm’s lead client advocate, she focuses extensively on identifying and creating customer-centric solutions for family offices and intermediaries in the wealth management space.
Suzanne brings 20 years of experience working with and understanding the needs of institutional investors and service providers in the financial services community. She previously held leadership roles in investor and client relations at firms including Echo Global Logistics, Duff & Phelps Investment Management Co. and Macerich, a regional mall REIT. Her accomplishments have ranged from launching investor relations operations, to crafting investor communications marketing strategies, to developing and executing investor outreach programs.
Suzanne is currently an advisory board member with Selah Freedom, where she actively assists in raising funds to fuel the organization’s growth. She also contributes her time as a consultant at Taproot Foundation and as a mentor at 1871. She previously served on the Board of Directors of America Scores-Chicago. She holds a private pilot’s license.
Suzanne earned an MBA in Marketing and Strategy from the Kellogg School of Management at Northwestern University, and a BS degree in Finance from Boston College.
Kati Jendraszak, Director of Operations
Kati Jendraszak is the Director of Operations for The Family Wealth Alliance. In this role, Kati is responsible for assisting, organizing, planning, prioritizing and helping to execute the firm’s day to day business operations. Her background encompasses a range of roles including a focus on Higher Education where her specialties centered around student affairs, counseling, crisis response/intervention, event planning and strategic planning. Kati received her BA in Psychology, from Concordia University Chicago and her Master’s Degrees in Education Psychology from The University of Southern Mississippi. Kati is excited to celebrate her one-year anniversary with The Family Wealth Alliance and is eager to see what the next year has in store for her.
Amanda Brown, Technical Associate
Amanda Brown is the newest team member of the Family Wealth Alliance. In her role as Technical Associate, Amanda is responsible for maintaining The Family Wealth Alliance website and managing most aspects of technical work including event websites, technical resources, and various administrative duties. Her role includes support to our Head of Research and research project management. She engages with new and existing relationships with various interactions and focuses on maintaining an organized and structured work environment. Amanda’s education includes Marketing and Business Administration from Lewis University.
Brooke Morimoto, Ambassador
Brooke Morimoto is the Ambassador for The Family Wealth Alliance. In this role, Brooke is responsible for supporting day-to-day operations including sales support, relationship management, social & website presence, and Alliance events. Prior to joining The Alliance, Brooke worked in the nonprofit sector in data management and strategic planning roles. Brooke received her Master’s Degree in Public Administration, and a BA in History and Political Science from The University of North Carolina at Charlotte.
Contact Us to Learn More
Relationships are the foundation of all we do, so we’d like the opportunity to initiate a relationship with you today. Please reach out to tell us more about yourself and how we might help you.
You do not just attend our events; you experience them. We host a select number of gatherings as well as communicate regularly throughout the year. True to our core value, “We Place Families First”, we believe in nurturing and building relationships through our invitation-only events.